Financial affairs; monetary affairs; insurance; estate management and estate planning services; executor and trustee services; financial advisory services; financial advice relating to retirement plans; financial advice relating to wills; financial planning; financial research and risk management; investment services; investment fund services; investment research, analysis and information; management of investments; investment trust management; monitoring of financial portfolios, investment funds and pension funds; pension and retirement and superannuation plans and funds; administration and management of pension funds; pension fund and pension planning services; trust administration and management services; trustee services; providing information, including online, about financial and monetary affairs; advice and consultancy in relation to all of the foregoing services

Education and training services; seminars and workshops; electronic publication of information on a wide range of topics, including online and over a global computer network; library services; online (electronic) publication of news; providing online electronic publications (not downloadable); provision of education services via an electronic forum; publication of electronic books and journals online; weblog (blog) services; business training services; provision of training; advice and consultancy in relation to all of the foregoing services